We provide full range of services to support real estate purchase and sale transactions — working with your broker or our trusted global partners. We guide you through the most efficient payment and closing options, do legal and tax due diligence, and ensure every transaction is safe and transparent.

We help to select the optimal deal structure — directly between individuals or through corporate or foundation vehicles — always choosing, the option that better meets client’s interests.

Tailored-made solutions to meet your goals: acquiring a home for personal use, building an investment portfolio, or generating rental income. We also assist with post-acquisition arrangements, connecting you with trusted property management and home setup providers.

We assist our clients in building and enriching their art collections and portfolios — from acquisition and documentation to transportation and insurance coordination. Our team also facilitates access to leading art fairs, exhibitions, private viewings, galleries, helping clients stay connected to the global art scene.

While we do not provide collection management directly, we support our clients in selecting trusted partners for cataloguing, valuation, storage, ensuring that every collection is professionally assembled, maintained and strategically developed.

We design bespoke educational strategies for ambitious individuals and their families — from the earliest stages of childhood development to advanced academic and executive programs worldwide. Every step is carefully supported to reflect not only academic aspirations but also lifestyle, financial, and long-term family goals.

Our consultancy goes far beyond admissions. We provide a complete structure where education becomes a part of the strategy for global living and success:

• Tailored selection of schools, universities, and specialized programs.
• Strategic guidance on migration pathways.
• Seamless integration of banking, tax, and legal solutions.
• Advisory on relocation and lifestyle to ensure comfort and security.

Every solution is designed with precision and care, giving the confidence that all the aspects — education, finance, and relocation — in trusted hands.

We advise clients on the practical aspects of opening and maintaining bank accounts across multiple jurisdictions — for personal or corporate use, payments and efficient asset management.

Our role is to help you navigate the process — understanding the requirements, preparing the necessary documentation, and selecting suitable account types in line with client’s goals and compliance requirements. Whether you require accounts to buy/sell or maintain assets abroad, pay for your child’s education, cover medical services, or acquire works of art, we help to identify the right jurisdictions and requirements, guiding you through every stage of the process.

Where appropriate, we facilitate introductions to reputable financial institutions and private banking representatives and enable clients to make informed decisions and build direct relationships.

To open an account, banks and financial institutions typically require a personal CV, Source of Income, and Source of Funds documentation. We guide you through the process and make sure the set of document is filed correctly to meet all the compliance requirements and onboarding is done smoothly.

Our process:

• Initial consultation to define objectives
• Development of tailored solutions
• Guidance and support in account opening
• Assistance with cross-border transactions

Our advisory may cover migration, tax and currency regulations, CRS obligations, and broader legal requirements — depending on your goals and individual situation.

We provide guidance on global residency and citizenship options helping client understand the available programs, eligibility, timeframe, regulatory requirements.

We begin by identifying the most suitable routes based on your objectives – relocation, family comfort, education access, investment diversification, tax optimisation, etc. We support clients in obtaining residency permits and alternative citizenships across key jurisdictions. Our approach is tailored to your lifestyle and long-term goals — whether you are relocating for family comfort, optimizing taxation, securing mobility, or planning succession.

Once the preferred jurisdiction and structure are defined, we guide you through the full process: preparing required documentation, coordinating with trusted immigration and legal providers, and supporting every step until the final approval.

Our advice goes beyond the application, addressing related matters such as tax residency, property ownership, banking, compliance etc.

Depending on your objectives, residency or citizenship the set up can be arranged through real estate investments, business, government contribution programs, or other qualifying options.

Our advisory includes:

• Strategic choice of jurisdiction (family relocation, asset protection, tax efficiency, education opportunities)
• Review of eligibility of investment and property options
• Review of tax consequences when obtaining documents or relocating to the new jurisdictions
• Support in bank account opening for the required payments
• Preparation of the full package of documents (including personal CV, Source of Income and Funds)
• Coordinating interaction with the official government agents and providers
• Post-approval assistance with ID cards, passports, and integration services

Our clients get a residency or a passport, as well as the personalized roadmap for their personal and family needs.

We provide bespoke tax analysis designed for your residency, asset structure, and lifestyle goals. Our approach goes beyond standard compliance — we help you to understand risks and opportunities in multiple jurisdictions, optimize reporting, and plan for efficient cross-border flow of assets.

Our support includes:

• Review of the current and planned tax residency status
• Analysis of double taxation treaties and international obligations (OECD/CRS)
• Structuring income, dividends, and capital gains
• Wealth transfer planning, guidance on inheritance and gifts
• Coordination with local and international tax advisors when needed

As a result, our clients get a comprehensive roadmap, which helps to preserve and grow wealth, insuring all the compliance issues are in place.

We create sustainable ownership and governance structures for your family wealth through private foundations, trusts, holding companies, or hybrid solutions. The goal is a long-term security, efficient succession, and flexibility to do adjustments when needed.

Our expertise:

• Choice of the jurisdiction (e.g., UAE, Europe, Caribbean) based on legal, tax, and family objectives
• Drafting and coordinating By-Laws, governance rules, and beneficiary rights
• Integration banking, investment, and real estate holdings into the structure
• Succession planning and asset protection strategies
• Educational programs for family
• Ongoing compliance and reporting
• Adjustments to the evolving family needs

Families of our clients get a structure, as well as the solution that safeguards assets, reduces risks, and ensures smooth transition to the next generations.

When a family’s assets, investments, and responsibilities grow, ad-hoc decisions are no longer enough to ensure control, efficiency, and continuity. A well-designed structure for managing family wealth helps preserve capital, maintain confidentiality, and protect family values across generations.
We help families build tailored frameworks that bring clarity and control to every aspect of their wealth — from investments and businesses to property, governance, and legacy planning.

Our approach includes:

• Designing the optimal structure for holding and managing assets (companies, trusts, foundations, or family offices).
• Establishing clear rules for decision-making, succession, and ownership.
• Centralizing financial, legal, and tax management to achieve efficiency and transparency.
• Ensuring confidentiality and independence from external service providers.
• Aligning the structure with your family’s goals, lifestyle, and long-term vision.

Whether your family is only beginning to organize its affairs or ready to establish a dedicated family office, we ensure that your structure serves its true purpose — protecting wealth, strengthening unity, and securing your legacy for future generations.